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TOP 5
Robo-advisors

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Company Rating
Recommendation
Fee AUM
Additional details
8.83
Be first
0.25%
> $14 Bln
Up To 1 Year Free
Digital – 0.25%/year ($0); Premium – 0.40%/year ($100k)
Commission & Fees
8.5
Customer Service
9
Ease of Use
9
Tools & Resources
9
Investment Options
9
Asset Allocation
8.5
Betterment

Betterment is a universal robo consultant who helps newcomers to the world of investing. A distinctive feature is the absence of a minimum deposit and a low-interest rate (only 0.25% per annum). The company also has real-life consultants who can solve all problems with a retirement account. The only nuance of the platform is the lack of REITs or commodities.

  • Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Trusts, Non-Profit, Roth IRA
  • 401(k) Assistance: Yes
  • Human Advice: Yes
  • Tax Loss Harvesting: Yes
  • Fractional Shares: Yes
  • Automatic Deposits: Yes
8.67
Be first
0.25%
> $11 Bln
$5k Managed for Free
0.25%/year
Commission & Fees
9
Customer Service
9
Ease of Use
8
Tools & Resources
8.5
Investment Options
8.5
Asset Allocation
9
Wealthfront

Wealthfront is an advanced robo-advisor that offers extensive automated investment opportunities, low commissions and a free account service up to $ 5K. Thanks to Wealthfront you can organize retirement savings. It has many presets and tools for achieving various financial goals, such as daily tax-loss harvesting, financial and college planning, direct indexing etc. This robo-advisor provides fully automatic ETF investments and can reassess your asset allocation in case of risk profile changes.

  • Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Trusts, Non-Profit, Roth IRA, 529
  • 401(k) Assistance: No
  • Human Advice: No
  • Tax Loss Harvesting: Yes — All Taxable Accounts
  • Fractional Shares: No
  • Automatic Deposits: Yes
8.67
Be first
0%
> $100 Mln
Invest for FREE
Commission & Fees
10
Customer Service
7
Ease of Use
9
Tools & Resources
7.5
Investment Options
9.5
Asset Allocation
9
M1 Finance

M1 Finance is a hybrid service that offers a set of popular brokerage investment accounts and the possibility of using robo consultants. The system offers universal investment tools for generating profit and economic strategy. Users should take into account the absence of tax-loss harvesting and mutual funds investment. Also, M1 Finance has a wide range of settings for the formation of investment portfolios.

  • Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Trusts, Roth IRA
  • 401(k) Assistance: No
  • Human Advice: No
  • Tax Loss Harvesting: No
  • Fractional Shares: Yes
  • Automatic Deposits: Yes
8.58
Be first
0%
> $43 Mln
Promotions: None
Free under $10k and SoFi Borrowers; 0.25%/year
Commission & Fees
9.5
Customer Service
9
Ease of Use
9.5
Tools & Resources
8
Investment Options
7.5
Asset Allocation
8
SoFi

SoFi Wealth is a modern robo investing service with a wide range of tools and a financial advisor option. Opening an account is completely free of charge for SoFi borrowers or when creating an investment portfolio below $ 10,000. The service is highly specialized and offers a solution to financial goals. The option of tax loss harvesting is not provided.

  • Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Roth IRA
  • 401(k) Assistance: No
  • Human Advice: Yes
  • Tax Loss Harvesting: No
  • Fractional Shares: Yes
  • Automatic Deposits: Yes
8.5
Be first
0%
> $30 Bln
Promotions: None
Commission & Fees
10
Customer Service
10
Ease of Use
9
Tools & Resources
9
Investment Options
5
Asset Allocation
8
Charles Schwab

Schwab Intelligent Portfolios is a complete solution for automated investment. Robo consultant Charles Schwab offers advanced portfolio and asset management. The system of intellectual distribution of investments allows you to manage your own money at the level of a professional investor.

  • Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, SIMPLE IRA, Trusts, Roth IRA, Custodial
  • 401(k) Assistance: No
  • Human Advice: No
  • Tax Loss Harvesting: Yes — Available for accounts larger than $50,000
  • Fractional Shares: No
  • Automatic Deposits: Yes
$ 1452 Bln
2022
statistic
*Forecast
$ 604 Bln
2019
statistic
*Forecast
$ 397 Bln
2018
$ 244 Bln
2017

Assets Managed by Robo-Advisors

Beginning of
robo-advising tsunami

What is a Robo-Advisor?

Robo-advisor is an online wealth management service that automatically optimizes investment portfolio and taxes.
These online services make it easier to get started toward your financial goals by providing investment help at low cost and with low or no account minimums.
Robo-advisors ask the customer a few questions based on what risks they are willing to take and then distribute the money appropriately based on algorithms.
Passive investing
on autopilot
Simple honest
pricing
Nobel Prize-Winning
Algorithms
Personalized
portfolio
Safe for your
money
Your eggs in lots of
different baskets

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